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Unlocking the Potential of Extra Data Fields (EDFs) in Automation

February 3, 2025

Unlocking the Potential of Extra Data Fields (EDFs) in Automation Introduction Extra Data Fields (EDFs) are a cornerstone of automation in ConnectWise Automate. These customizable fields can store and manage data manually or automatically, providing a robust way to enhance efficiency and organization. Today’s blog article explores the purpose of EDFs, their field types, key usage sections, and practical examples. Understanding EDFs Extra data fields (EDFs going forward) are a key component of Automation. These

Issues Loading CPQ Form Designer? We got the answer!

January 27, 2025

Having issues loading CPQ’s Form Designer? We have found that two URL’s need to be added to ConnectWise Home. The first part is how to load the form designer, second part will show how to add the redirect URL’s. Part of this information was taken from this ConnectWise KB. To create and edit forms in CPQ, you’ll need the Form Designer Desktop Application. To install the CPQ Form Designer: Note: These steps are specific to

Exploring the Tools of IT Management: RMM vs. MDM – Which One Do You Need?

January 20, 2025

The digital landscape is constantly evolving, and with it, the tools we use to manage and secure our devices. A question that frequently emerges in the world of IT management is whether to use a Remote Monitoring and Management (RMM) system or a Mobile Device Management (MDM) solution. The answer isn’t straightforward—it depends, but in many cases, you might find that one does not simply replace the other. RMM and MDM serve distinct purposes, albeit

Master Your Profit & Loss Statement: Free Webinar Series for MSPs

January 13, 2025

New Location for Managed Administrator Permissions | ConnectWise PSA

December 30, 2024

The latest ConnectWise PSA Patch Update 2024.18 introduces significant changes to Manage Administrator permissions and introduces new roles for time and expense management. Here’s what you need to know: New Location for Managed Administrator Permissions The way Manage Administrator permissions are configured has undergone a major update. Previously, the Manage Administrator checkbox located in System > Members > Details Tab > System Pod granted permissions to: Reverse time and expense approvals. View and edit all

It’s ALWAYS DNS

December 23, 2024

After working with some engineering teams this past week, a chuckle brought us back to the old saying, It’s always DNS. Thought we would high light the holiday season with some cheer!

Sell What You Can Deliver; Invoice What You Sell; Deliver What You Invoice

December 16, 2024

Sell What You Can Deliver; Invoice What You Sell; Deliver What You Invoice It sounds simple: sell what you can deliver, invoice what you sell, and deliver what you invoice. Yet, many organizations struggle to achieve this level of operational harmony. Success in this area requires consistent processes, minimal human error, and the strategic use of automation. When your systems are properly configured, your business can hit these targets efficiently. Here’s how: Sell What You

2024 End of Year Guide

November 18, 2024

Our 2024 End-of-Year Guide for ConnectWise PSA is here! This complimentary resource is crafted to assist ConnectWise PSA admins in preparing their systems for a smooth transition into 2025. Inside, you’ll find essential settings, recommended adjustments, and optional tips and tricks to optimize your setup. View now: Click this link to share to others

Asio Email Connector Issues To Be Aware Of

November 4, 2024

ConnectWise pushed a new update on December 19, 2024 which should resolve all of the known issues with the ASIO Server Connection / Email Connector. A couple years ago, we brought a very important issue to our blog. Unprocessed emails in the Mailbox Failed Folder. Here is that blog: Inbox.Failed Well we stumbled on this again while trying to implement the ASIO email connection. After a couple months of working with development to

Attend IT Nation Connect 2024 Virtually | ConnectWise

October 28, 2024

Can’t make it to IT Nation Connect 2024 in person this year? No worries—you can still get all the valuable insights and practical advice from the comfort of your home or office with a free virtual pass. IT Nation Connect is packed with high-quality educational content tailored for IT professionals looking to sharpen their skills and gain new perspectives. The virtual experience gives you access to sessions filled with actionable tips, industry trends, and best

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Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it. We engage with our clients like they are family. We love working with them, watching their companies grow. There is no greater reward than seeing our clients prosper. To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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